When Supply Security Becomes a Funding Decision What the CPO commits, the CFO has already paid for. Physical material simply makes the capital visible. Executive Summary & Key Takeaways The Core Disconnect: CPOs secure positions, but CFOs fund them. In a constrained market, an unfunded commitment is an illusion. Category vs. Portfolio: A global portfolio can look fully covered while … Read More
Allocation Rules: How Preferred Customer Status Becomes Physical Supply
Allocation Rules: How Preferred Customer Status Becomes Physical Supply In every constrained market, allocation rules determine who receives supply when capacity becomes scarce. Nuclear fuel provides a particularly clear example because uranium, conversion, and enrichment markets operate under long lead times, limited surplus capacity, and high barriers to entry. The same commercial mechanisms appear wherever demand exceeds available supply, from … Read More
Building a Resilient North American Supply Chain
Why procurement leaders must act now in the AI and energy era Executive Brief North American supply chains are undergoing a structural reset. What’s changing Driven by geopolitical competition, industrial policy, and AI-led energy demand, the United States is no longer relying on markets alone—it is actively designing supply chains. Canada, through resource depth and integration, is emerging as a strategic extension of that … Read More